Atom Investors LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.0T
Holdings
513
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (513 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 12,090 | $18.2B | 1.79% | |
| 2 | CMCSACOMCAST CORP NEW | 470,956 | $16.0B | 1.58% | |
| 3 | GOOGLALPHABET INC | 15,120 | $15.8B | 1.56% | |
| 4 | MSFTMICROSOFT CORP | 155,267 | $15.8B | 1.55% | |
| 5 | METAFACEBOOK INC | 117,497 | $15.4B | 1.52% | |
| 6 | —CBS CORP NEW | 338,262 | $14.8B | 1.46% | |
| 7 | VVISA INC | 108,900 | $14.4B | 1.41% | |
| 8 | MAMASTERCARD INCORPORATED | 75,721 | $14.3B | 1.41% | |
| 9 | UALUNITED CONTL HLDGS INC | 163,066 | $13.7B | 1.34% | |
| 10 | PYPLPAYPAL HLDGS INC | 157,175 | $13.2B | 1.30% | |
| 11 | —ATHENE HLDG LTD | 324,142 | $12.9B | 1.27% | |
| 12 | LINLINDE PLC | 82,176 | $12.8B | 1.26% | |
| 13 | —PORTOLA PHARMACEUTICALS INC | 644,363 | $12.6B | 1.24% | Call |
| 14 | GDDYGODADDY INC | 189,645 | $12.4B | 1.23% | |
| 15 | —XPERI CORP | 634,573 | $11.7B | 1.15% | |
| 16 | VPGVISHAY PRECISION GROUP INC | 370,937 | $11.2B | 1.10% | |
| 17 | IM8NINSMED INC | 809,884 | $10.6B | 1.05% | |
| 18 | IEFISHARES TR | 97,275 | $10.1B | 1.00% | |
| 19 | OECORION ENGINEERED CARBONS S A | 383,858 | $9.7B | 0.96% | |
| 20 | VMIVALMONT INDS INC | 83,911 | $9.3B | 0.92% | |
| 21 | SPOTSPOTIFY TECHNOLOGY S A | 71,041 | $8.1B | 0.79% | |
| 22 | GOOGALPHABET INC | 7,674 | $7.9B | 0.78% | |
| 23 | RYAAYRYANAIR HLDGS PLC | 109,531 | $7.8B | 0.77% | |
| 24 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 188,544 | $7.7B | 0.76% | |
| 25 | RHT1EURRED HAT INC | 40,610 | $7.1B | 0.70% | |
| 26 | PTCTPTC THERAPEUTICS INC | 198,499 | $6.8B | 0.67% | |
| 27 | DISDISNEY WALT CO | 61,075 | $6.7B | 0.66% | |
| 28 | MCHPMICROCHIP TECHNOLOGY INC | 89,885 | $6.5B | 0.64% | |
| 29 | HNGRUSDHANGER INC | 331,131 | $6.3B | 0.62% | |
| 30 | VCYTVERACYTE INC | 490,077 | $6.2B | 0.61% | |
| 31 | BRK-BBERKSHIRE HATHAWAY INC DEL | 20 | $6.1B | 0.60% | |
| 32 | TWTRUSDTWITTER INC | 211,710 | $6.1B | 0.60% | |
| 33 | CRMSALESFORCE COM INC | 43,471 | $6.0B | 0.59% | |
| 34 | KWE1RING ENERGY INC | 1,159,047 | $5.9B | 0.58% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 28,488 | $5.8B | 0.57% | |
| 36 | SAVESPIRIT AIRLS INC | 99,993 | $5.8B | 0.57% | |
| 37 | NIONIO INC | 897,827 | $5.7B | 0.56% | |
| 38 | PANWPALO ALTO NETWORKS INC | 30,246 | $5.7B | 0.56% | |
| 39 | JPMJPMORGAN CHASE & CO | 57,843 | $5.6B | 0.56% | |
| 40 | TECK/BTECK RESOURCES LTD | 259,436 | $5.6B | 0.55% | |
| 41 | NOANORTH AMERICAN CONST | 601,213 | $5.4B | 0.53% | |
| 42 | DVADAVITA INC | 103,384 | $5.3B | 0.52% | |
| 43 | —HEALTH INS INNOVATIONS INC | 198,634 | $5.3B | 0.52% | |
| 44 | CDZICADIZ INC | 509,009 | $5.2B | 0.52% | |
| 45 | FMCF M C CORP | 69,214 | $5.1B | 0.50% | |
| 46 | PFPTPROOFPOINT INC | 58,828 | $4.9B | 0.49% | |
| 47 | EXPEEXPEDIA GROUP INC | 40,439 | $4.6B | 0.45% | |
| 48 | EHTHEHEALTH INC | 118,503 | $4.6B | 0.45% | |
| 49 | URIUNITED RENTALS INC | 44,046 | $4.5B | 0.44% | |
| 50 | MDLZMONDELEZ INTL INC | 111,866 | $4.5B | 0.44% | |
| 51 | MLCOMELCO RESORT ENTERTAINMENT L | 252,657 | $4.5B | 0.44% | |
| 52 | —EXTERRAN CORP | 244,189 | $4.3B | 0.43% | |
| 53 | NFLXNETFLIX INC | 15,639 | $4.2B | 0.41% | |
| 54 | TJXTJX COS INC NEW | 91,118 | $4.1B | 0.40% | |
| 55 | —LIMELIGHT NETWORKS INC | 1,729,993 | $4.0B | 0.40% | |
| 56 | —ALLERGAN PLC | 30,036 | $4.0B | 0.40% | |
| 57 | INCYINCYTE CORP | 58,249 | $3.7B | 0.36% | |
| 58 | GSGOLDMAN SACHS GROUP INC | 21,645 | $3.6B | 0.36% | |
| 59 | GLDDGREAT LAKES DREDGE & DOCK CO | 531,173 | $3.5B | 0.35% | |
| 60 | SA2DSANDRIDGE ENERGY INC | 454,887 | $3.5B | 0.34% | |
| 61 | AERIEURAERIE PHARMACEUTICALS INC | 94,716 | $3.4B | 0.34% | |
| 62 | FEFIRSTENERGY CORP | 90,694 | $3.4B | 0.34% | |
| 63 | SSUPSUPERIOR INDS INTL INC | 681,459 | $3.3B | 0.32% | |
| 64 | RMREGIONAL MGMT CORP | 134,432 | $3.2B | 0.32% | |
| 65 | CNCCENTENE CORP DEL | 27,462 | $3.2B | 0.31% | |
| 66 | LRCXEURLAM RESEARCH CORP | 23,115 | $3.1B | 0.31% | |
| 67 | ASTEASTEC INDS INC | 103,907 | $3.1B | 0.31% | |
| 68 | —INDEPENDENCE HLDG CO NEW | 88,722 | $3.1B | 0.31% | |
| 69 | CATCATERPILLAR INC DEL | 24,531 | $3.1B | 0.31% | |
| 70 | JDJD COM INC | 145,424 | $3.0B | 0.30% | |
| 71 | CICIGNA CORP NEW | 16,012 | $3.0B | 0.30% | |
| 72 | AYIACUITY BRANDS INC | 25,512 | $2.9B | 0.29% | |
| 73 | DALDELTA AIR LINES INC DEL | 58,659 | $2.9B | 0.29% | |
| 74 | NBIXNEUROCRINE BIOSCIENCES INC | 40,511 | $2.9B | 0.28% | |
| 75 | HONHONEYWELL INTL INC | 21,885 | $2.9B | 0.28% | |
| 76 | RIORIO TINTO PLC | 57,714 | $2.8B | 0.28% | |
| 77 | XYZSQUARE INC | 49,005 | $2.7B | 0.27% | |
| 78 | ELVANTHEM INC | 9,875 | $2.6B | 0.26% | |
| 79 | HUMHUMANA INC | 8,841 | $2.5B | 0.25% | |
| 80 | SRESEMPRA ENERGY | 22,384 | $2.4B | 0.24% | |
| 81 | PENPENUMBRA INC | 19,770 | $2.4B | 0.24% | |
| 82 | INGNINOGEN INC | 19,435 | $2.4B | 0.24% | |
| 83 | MSGSMADISON SQUARE GARDEN CO NEW | 8,705 | $2.3B | 0.23% | |
| 84 | —NIELSEN HLDGS PLC | 99,510 | $2.3B | 0.23% | |
| 85 | GNTXGENTEX CORP | 114,384 | $2.3B | 0.23% | |
| 86 | SAJACOMPANHIA DE SANEAMENTO BASI | 280,212 | $2.3B | 0.22% | |
| 87 | —PANDORA MEDIA INC | 276,079 | $2.2B | 0.22% | |
| 88 | PBPROSPERITY BANCSHARES INC | 34,407 | $2.1B | 0.21% | |
| 89 | SESEA LTD | 185,648 | $2.1B | 0.21% | |
| 90 | CNMDCONMED CORP | 32,175 | $2.1B | 0.20% | |
| 91 | EWEDWARDS LIFESCIENCES CORP | 13,329 | $2.0B | 0.20% | |
| 92 | FFINFIRST FINL BANKSHARES | 35,057 | $2.0B | 0.20% | |
| 93 | ISCAUSDINTERNATIONAL SPEEDWAY CORP | 46,067 | $2.0B | 0.20% | |
| 94 | DBXDROPBOX INC | 98,239 | $2.0B | 0.20% | |
| 95 | —CHANNELADVISOR CORP | 176,322 | $2.0B | 0.20% | |
| 96 | RHRH | 16,366 | $2.0B | 0.19% | |
| 97 | VGREURVECTOR GROUP LTD | 197,866 | $1.9B | 0.19% | |
| 98 | RLRALPH LAUREN CORP | 18,582 | $1.9B | 0.19% | |
| 99 | FNBFNB CORP PA | 193,778 | $1.9B | 0.19% | |
| 100 | UBSIUNITED BANKSHARES INC WEST V | 61,239 | $1.9B | 0.19% |
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